YWP
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YorkBridge Wealth Partners’s General Dynamics GD Stock Holding History

YorkBridge Wealth Partners’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-509
Closed -$93K – 354
2019
Q2 		$93K Sell
509
-4
-0.8% -$689 0.04% 297
2019
Q1 		$87K Sell
513
-27
-5% -$4.55K 0.04% 298
2018
Q4 		$85K Buy
540
+11
+2% +$1.97K 0.05% 270
2018
Q3 		$109K Sell
529
-69
-12% -$13.5K 0.05% 268
2018
Q2 		$111K Sell
598
-177
-23% -$36.2K 0.05% 276
2018
Q1 		$169K Sell
775
-14
-2% -$3.04K 0.08% 198
2017
Q4 		$167K Sell
789
-203
-20% -$41.5K 0.08% 196
2017
Q3 		$204K Hold
992
– – 0.11% 170
2017
Q2 		$198K Buy
992
+5
+0.5% +$979 0.11% 172
2017
Q1 		$192K Sell
987
-59
-6% -$10.9K 0.1% 173
2016
Q4 		$180K Buy
+1,046
New +$171K 0.11% 163

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